Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity U.S. Sustainability Index Instl - in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAWAII EMPLOYERS' MUTUAL INSURANCE COMPANY AKA HEMIC HEMIC 401(K) RETIREMENT PLAN | HONOLULU HI | 118 | $22.1M | $864K |
| 2 | NAUTILUS SUBSIDIARY INC. NAUTILUS BIOTECHNOLOGY 401(K) PLAN | SEATTLE WA | 155 | $10.4M | $153K |
| 3 | THESKIMM, INC. THESKIMM, INC. 401(K) PLAN |
NEW YORK NY |
| 0 |
| $0 |
| $100K |
| 4 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $62K |
| 5 | BERGEN SHIPPERS CORP. DBA BERGEN LOGISTICS BERGEN LOGISTICS 401(K) PROFIT SHARING PLAN | NORTH BERGEN NJ | 739 | $3.7M | $40K |
| 6 | TREACE MEDICAL CONCEPTS INC TREACE MEDICAL CONCEPTS 401(K) RETIREMENT SAVINGS PLAN | PONTE VEDRA FL | 479 | $25.1M | $39K |
| 7 | PULMUONE FOODS USA, INC. PULMUONE FOODS USA, INC. RETIREMENT BENEFIT PLAN | FULLERTON CA | 316 | $11.0M | $29K |
| 8 | SUBMITTABLE HOLDINGS INC. SUBMITTABLE 401(K) PLAN | MISSOULA MT | 129 | $10.7M | $27K |
| 9 | EL & EL WOOD PRODUCTS CORP. EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN | CHINO CA | 0 | $865K | $10K |
| 10 | NASOYA FOODS USA, LLC NASOYA FOODS USA, LLC 401(K) RETIREMENT PLAN | AYER MA | 149 | $4.6M | $710 |
